Portfolio of RafaelBaltazar on eToro

RafaelBaltazar

🇬🇧 Stock and Crypto Multi-Strategy Investor.

4 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-2.23%

This Month

-4.71%

Year To Date

+21.95%

2 Years

+28.56%

5 Years

+110.25%

10 Years

+14.47%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
24.59%
🪙 Cryptocurrencies
17.48%
💻 Electronic Technology
15.48%
💰 Finance
8.81%
📊 ETFs
7.48%
🪨 Non Energy Minerals
7.06%
💇‍♀️ Consumer Services
4.07%
🍞 Consumer Non Durables
3.28%
🛍️ Retail Trade
3.23%
💵 Cash
2.61%
🛠️ Producer Manufacturing
1.62%
🏥 Health Services
1.09%
🏭 Industrial Services
1.03%
🧪 Process Industries
0.99%
🚗 Consumer Durables
0.9%
🚚 Transportation
0.43%
💼 Commercial Services
0.24%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39.11%
🇺🇸 Nasdaq
32.8%
🌍 Digital Currency
17.48%
🇬🇧 LSE
3.66%
🇭🇰 Hong Kong Exchanges
3.64%
🇮🇹 Borsa Italiana
0.81%
🇩🇪 FRA
0.3%

Countries Breakdown

Country
Total

🇺🇸 United States
52.58%
🇨🇦 Canada
6.21%
🇨🇳 China
4.68%
🇰🇷 South Korea
2.26%
🇬🇧 United Kingdom
2.25%
🇯🇵 Japan
1.97%
🇹🇼 Taiwan
1.1%
🇮🇹 Italy
0.81%
🇮🇱 Israel
0.66%
🇩🇪 Germany
0.3%

Dividends

Dividend Yield

0.74%

39 out of 63 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IIPR (13.41%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IRM	0.07%	3.06%	$2.6
MCD	0.05%	2.2%	$6.53
BLK	0.04%	2.05%	$20.2
PEP	0.04%	3.49%	$5.15
PG	0.04%	2.69%	$3.83
RIO	0.04%	4.15%	$4.34
LMT	0.03%	2.03%	$12.45
UNH	0.03%	3.04%	$7.74
MSFT	0.03%	0.86%	$3
DIS	0.03%	1.46%	$0.75
01211.HK	0.02%	1.56%	$3.41
JPM	0.02%	1.95%	$4.4
GS	0.02%	1.8%	$11
CRM	0.02%	0.87%	$0.4
VOW3.DE	0.02%	6.71%	$9.06
BAC	0.02%	2.2%	$0.96
GOOG	0.02%	0.28%	$0.2
SMSN.L	0.01%	0.66%	$23.68
TGT	0.01%	3.81%	$4.42
WM	0.01%	1.4%	$2.9
DLR	0.01%	2.71%	$4.88
BA.L	0.01%	1.62%	$0.3
ORCL	0.01%	1.31%	$1.6
0700.HK	0.01%	0.9%	$3.4
KO	0.01%	2.64%	$1.89
WPC	0.01%	4.96%	$3.67
O	0.01%	4.92%	$3.09
NKE	0.01%	2.75%	$1.45
ALB	0.01%	0.98%	$1.6
IIPR	0.01%	13.41%	$7.34
CCJ	0.01%	0.15%	$0.09
TSM	0.01%	0.78%	$1.74
LDO.MI	0.01%	0.87%	$0.28
AAPL	0.01%	0.4%	$0.97
SONY	0.01%	0.48%	$0.49
NTDOY	0.01%	0.99%	$0.24
META	0%	0.32%	$1
NVDA	0%	0.02%	$0.02
PYPL	0%	0.6%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.9/10

Beta

1.07

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

0.89

Jensen's Alpha

0.17

-2

4.5

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

0.07

0.3

0.6

Calmar Ratio

0.31

0.3

0.6

Beta

1.07

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

0.89

Jensen's Alpha

0.17

-2

4.5

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

0.07

0.3

0.6

Calmar Ratio

0.31

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.89

High:

IRM

222.76

Low:

SONY

-110.28

Details

PEG Ratio

157.52

High:

WPC

3,321.49

Low:

ALB

-60.18

Details

Price/Book

7.82

High:

AAPL

43.77

Low:

MCD

-131.7

Details

Price/Sales

6.73

High:

CCJ

21.02

Low:

VOW3.DE

0.15

Details

Price/CF

21.91

High:

RIOT

107.94

Low:

VOW3.DE

2.99

Details

Price/FCF

52.36

High:

PEP

5,797.72

Low:

SONY

8.72

Details

P/E Ratio

28.89

High:

IRM

222.76

Low:

SONY

-110.28

Details

PEG Ratio

157.52

High:

WPC

3,321.49

Low:

ALB

-60.18

Details

Price/Book

7.82

High:

AAPL

43.77

Low:

MCD

-131.7

Details

Price/Sales

6.73

High:

CCJ

21.02

Low:

VOW3.DE

0.15

Details

Price/CF

21.91

High:

RIOT

107.94

Low:

VOW3.DE

2.99

Details

Price/FCF

52.36

High:

PEP

5,797.72

Low:

SONY

8.72

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-42.83%	Sep 2021	Jun 2025	45
-13.01%	Nov 2025	-	5
-6.95%	Sep 2020	Nov 2020	2
-3.09%	May 2021	Aug 2021	3
-2.57%	Mar 2020	Apr 2020	1

Monthly Performance

Portfolio of RafaelBaltazar on eToro

RafaelBaltazar

🇬🇧 Stock and Crypto Multi-Strategy Investor.

4 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-2.23%

This Month

-4.71%

Year To Date

+21.95%

2 Years

+28.56%

5 Years

+110.25%

10 Years

+14.47%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
24.59%
🪙 Cryptocurrencies
17.48%
💻 Electronic Technology
15.48%
💰 Finance
8.81%
📊 ETFs
7.48%
🪨 Non Energy Minerals
7.06%
💇‍♀️ Consumer Services
4.07%
🍞 Consumer Non Durables
3.28%
🛍️ Retail Trade
3.23%
💵 Cash
2.61%
🛠️ Producer Manufacturing
1.62%
🏥 Health Services
1.09%
🏭 Industrial Services
1.03%
🧪 Process Industries
0.99%
🚗 Consumer Durables
0.9%
🚚 Transportation
0.43%
💼 Commercial Services
0.24%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39.11%
🇺🇸 Nasdaq
32.8%
🌍 Digital Currency
17.48%
🇬🇧 LSE
3.66%
🇭🇰 Hong Kong Exchanges
3.64%
🇮🇹 Borsa Italiana
0.81%
🇩🇪 FRA
0.3%

Countries Breakdown

Country
Total

🇺🇸 United States
52.58%
🇨🇦 Canada
6.21%
🇨🇳 China
4.68%
🇰🇷 South Korea
2.26%
🇬🇧 United Kingdom
2.25%
🇯🇵 Japan
1.97%
🇹🇼 Taiwan
1.1%
🇮🇹 Italy
0.81%
🇮🇱 Israel
0.66%
🇩🇪 Germany
0.3%

Dividends

Dividend Yield

0.74%

39 out of 63 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IIPR (13.41%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IRM	0.07%	3.06%	$2.6
MCD	0.05%	2.2%	$6.53
BLK	0.04%	2.05%	$20.2
PEP	0.04%	3.49%	$5.15
PG	0.04%	2.69%	$3.83
RIO	0.04%	4.15%	$4.34
LMT	0.03%	2.03%	$12.45
UNH	0.03%	3.04%	$7.74
MSFT	0.03%	0.86%	$3
DIS	0.03%	1.46%	$0.75
01211.HK	0.02%	1.56%	$3.41
JPM	0.02%	1.95%	$4.4
GS	0.02%	1.8%	$11
CRM	0.02%	0.87%	$0.4
VOW3.DE	0.02%	6.71%	$9.06
BAC	0.02%	2.2%	$0.96
GOOG	0.02%	0.28%	$0.2
SMSN.L	0.01%	0.66%	$23.68
TGT	0.01%	3.81%	$4.42
WM	0.01%	1.4%	$2.9
DLR	0.01%	2.71%	$4.88
BA.L	0.01%	1.62%	$0.3
ORCL	0.01%	1.31%	$1.6
0700.HK	0.01%	0.9%	$3.4
KO	0.01%	2.64%	$1.89
WPC	0.01%	4.96%	$3.67
O	0.01%	4.92%	$3.09
NKE	0.01%	2.75%	$1.45
ALB	0.01%	0.98%	$1.6
IIPR	0.01%	13.41%	$7.34
CCJ	0.01%	0.15%	$0.09
TSM	0.01%	0.78%	$1.74
LDO.MI	0.01%	0.87%	$0.28
AAPL	0.01%	0.4%	$0.97
SONY	0.01%	0.48%	$0.49
NTDOY	0.01%	0.99%	$0.24
META	0%	0.32%	$1
NVDA	0%	0.02%	$0.02
PYPL	0%	0.6%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.9/10

Beta

1.07

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

0.89

Jensen's Alpha

0.17

-2

4.5

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

0.07

0.3

0.6

Calmar Ratio

0.31

0.3

0.6

Beta

1.07

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

0.89

Jensen's Alpha

0.17

-2

4.5

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

0.07

0.3

0.6

Calmar Ratio

0.31

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.89

High:

IRM

222.76

Low:

SONY

-110.28

Details

PEG Ratio

157.52

High:

WPC

3,321.49

Low:

ALB

-60.18

Details

Price/Book

7.82

High:

AAPL

43.77

Low:

MCD

-131.7

Details

Price/Sales

6.73

High:

CCJ

21.02

Low:

VOW3.DE

0.15

Details

Price/CF

21.91

High:

RIOT

107.94

Low:

VOW3.DE

2.99

Details

Price/FCF

52.36

High:

PEP

5,797.72

Low:

SONY

8.72

Details

P/E Ratio

28.89

High:

IRM

222.76

Low:

SONY

-110.28

Details

PEG Ratio

157.52

High:

WPC

3,321.49

Low:

ALB

-60.18

Details

Price/Book

7.82

High:

AAPL

43.77

Low:

MCD

-131.7

Details

Price/Sales

6.73

High:

CCJ

21.02

Low:

VOW3.DE

0.15

Details

Price/CF

21.91

High:

RIOT

107.94

Low:

VOW3.DE

2.99

Details

Price/FCF

52.36

High:

PEP

5,797.72

Low:

SONY

8.72

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-42.83%	Sep 2021	Jun 2025	45
-13.01%	Nov 2025	-	5
-6.95%	Sep 2020	Nov 2020	2
-3.09%	May 2021	Aug 2021	3
-2.57%	Mar 2020	Apr 2020	1